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Strategies & Market Trends : Super Stocks

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To: Jeff Maresh who wrote ()	11/4/1997 10:24:00 AM
From: csm	of 269

Jeff, I haven't finished the homework to indicate how this company does w.r.t. the 5 criteria in your original post, but I posted the following info on the value thread and thought it would be of interest here. Super Stock? You decide. I took at look at the MarketPlayer site last week. They had the results of a "Warren Buffet screen" that was better than most since it identified Dairy Queen as a potential investment, and Buffet bought it. I spent several hours checking each of the 16 companies listed and found 1 that I am very interested in. The comapny is NCI Building Systems, the ticker is BLDG. BLDG Makes steel buildings including houses but mostly industrial. PSR 0.8 LTD 1.5% ROE 25% PE 11 backwards, 9 forwards Average annual return over past 5 years (compunded) - 41% (has gone from $6 to $36 in 5 years) Low PE on forward 12 months earnings estimates - 7.5 High PE on forward 12 months earnings estimates - 11.5 The PEs of 7.5 and 11.5 translate into prices of $29 and $44 based on estimates for next 12 months. The companies earnings have been very stable. THey continually acquire smaller businesses and do it without issuing stock or incurring debt. Good cash flow. 1. They are clearly focused on growth. 2. Customer satisfaction is a focus. Their builders network is expanding. 3. They have been around for 50 years but I'm not sure they have an unfair advantage over their competitors although they are creating software to ease the estimating task for their builders. 4. ?? 5. Very well managed financially. Has been recognized as such for several years. They have a web site, which was a surprise to me, but it's kind of out of date in some respects, particularly financials. ncilp.com It is on my short list for purchase as soon as I sell something else. Stuart.

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